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Financial Select Sector SPDR Fund

1,353 hedge funds and large institutions have $20.5B invested in Financial Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 482 increasing their positions, 572 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
-87
Holders Change %
-6.04%
% of All Funds
21.65%
Holding in Top 10
67
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-18.29%
% of All Funds
1.07%
New
115
Increased
482
Reduced
572
Closed
170
Calls
$4.95B
Puts
$7.3B
Net Calls
-$2.35B
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Shares
Change %
CP
1301
Castleview Partners
Texas
$14.6K +$14.3K +444 +4,036%
MFT
1302
Moisand Fitzgerald Tamayo
Florida
$13.7K
RFA
1303
Register Financial Advisors
Georgia
$13.2K -$740 -23 -5%
CTA
1304
Colonial Trust Advisors
South Carolina
$13.2K
HB
1305
Horizon Bancorp
Indiana
$13K +$13K +416 New
TCM
1306
TD Capital Management
Tennessee
$12.9K
BLC
1307
Brown, Lisle/Cummings
Rhode Island
$12.9K
OCM
1308
Osterweis Capital Management
California
$12.9K -$13.7K
DWMG
1309
DB Wealth Management Group
California
$12.7K
MRCM
1310
M&R Capital Management
New Jersey
$12.6K +$8.97K +279 +245%
CYG
1311
Clean Yield Group
Vermont
$12.1K
CLOS
1312
Compagnie Lombard Odier SCmA
Switzerland
$12.1K
OC
1313
Oakworth Capital
Alabama
$11.6K
SWM
1314
Sugarloaf Wealth Management
Georgia
$11.5K +$32 +1 +0.3%
VDBMI
1315
Van Den Berg Management I
Texas
$10.2K
IAS
1316
IMA Advisory Services
Colorado
$10.1K -$8.04K -250 -44%
CSB
1317
City State Bank
Iowa
$10K
APC
1318
Aspire Private Capital
North Carolina
$9.81K -$8.75K -272 -47%
JFA
1319
JNBA Financial Advisors
Minnesota
$9.65K
CWA
1320
Core Wealth Advisors
Florida
$9.65K
MLA
1321
MB, Levis & Associates
Pennsylvania
$9.65K
PSB
1322
Piscataqua Savings Bank
New Hampshire
$9.64K -$5.3K -165 -35%
MFC
1323
Mechanics Financial Corp
Ohio
$8.94K
JAWM
1324
J. Arnold Wealth Management
Ohio
$8.94K
MPWT
1325
MassMutual Private Wealth & Trust
Connecticut
$8.04K